See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $80,184 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $27,517 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,574 | $55,416-61.1% | $75,972-71.6% | $77,643-72.2% |
| Participation rate | 80.9% | 63.6%+17.4pp | 69.1%+11.9pp | 70.6%+10.4pp |
| Annual return | 14.76% | 17.07%-2.3pp | 359.55%-344.8pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,056 | $1,788-40.9% | $2,685-60.7% | $2,726-61.3% |
| Participant deferral / active EE | $2,930 | $3,447-15.0% | $4,255-31.2% | $4,647-37.0% |
| Admin fee / account holder | $145 | $414-64.9% | $6,467-97.8% | $430-66.2% |